Unclaimed
Carisse Marie Gafni is a financial advisor with over 20 years of experience in the industry. Carisse has been registered with Eagle Strategies LLC since 2014 and previously worked with MML Investors Services, Inc. Carisse is a licensed advisor in 15 states and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Carisse also provides advisory services in the selection of other advisors and publishes periodicals. Carisse is committed to providing her clients with personalized financial advice that meets their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NV
05/19/2014 - Present
Eagle Strategies LLC (Reno NV)
MA
09/22/1998 - 11/17/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 3/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 8/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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